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Lead follow-up

Call every new lead back while the interest is warm.

When someone leaves a request, the agent calls back within minutes, asks your qualifying questions and books a meeting or puts the call through to a salesperson.

Join the waitlistSee pricingIn production with early customersB2B servicesRetail and e-commerceContact centers and outsourcers

One call, start to finish

What the caller hears, what the agent does in your systems, and what you get afterwards.

An example follow-up call
  1. Agent: Hi Petra, I’m Max, an AI assistant from a route-planning company. You asked about fleet planning on our website this morning. Is now a good time for two quick questions?
  2. Caller: Yes, go ahead.
  3. Agent: How many vehicles do you plan routes for today?
  4. Caller: About thirty, and a lot of multi-drop routes. Our current tool struggles with those.
  5. Agent: Multi-drop is what our planner is built for. Would a 20-minute demo with a specialist next week be useful?
  6. Caller: Could be. Wednesday morning?
  7. Books the meeting and creates the lead in Salesforce
  8. Agent: Wednesday at 10 is booked. Thanks, Petra, talk soon!
What lands in your CRM after the call
{
  "outcome": "meeting_booked",
  "interest": "high",
  "current_tool": "competitor",
  "pain": "Multi-drop routes",
  "meeting": "2026-11-18T10:00"
}

Hot leads can go straight to a salesperson mid-call. Everything else ends with a clear outcome in the CRM.

How it works

  • 01

    Connect the requests

    New leads from your forms and your CRM are called through Incoplax telephony as they arrive, within the calling hours you set.

  • 02

    Write the opening and the questions

    What the agent says first, your qualifying questions and answers to what leads ask most.

  • 03

    Qualify

    The agent asks about need, timing and fit, and scores each lead the same way.

  • 04

    Hand off

    Hot leads go to a salesperson mid-call or get a meeting. Every outcome goes to your CRM.

What the agent handles

  • Calls while the interest is warm

    Calls back soon after the request, within the calling hours you set.

  • Qualifies consistently

    It scores each lead on the same criteria.

  • Transfers live

    A hot lead reaches a salesperson while still on the line, with the conversation so far on screen.

  • Writes the CRM for you

    Leads, notes and next steps in Salesforce or Creatio, without anyone typing them.

Good to know

  • The agent is priced per agent, not per minute. Outbound carrier minutes are billed separately by telephony.
  • You choose who is called and when; calling rules differ by market. The greeting can announce the AI and the recording.
  • Hundreds of simultaneous calls: each Server Unit carries 100. Larger campaigns are sized per project.

Next step

Tell us which calls you would hand over first. We are letting teams in gradually and will email you when your spot opens.

Join the waitlist

We're letting teams in gradually. We'll email you when your spot opens.

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